Trust Administration

After a person with a revocable living trust dies, steps must be taken to carry out the terms of the trust. This process typically involves working with the named “successor trustee” to determine which assets are held inside and outside the trust, marshaling those assets, allocating the assets to subtrusts, and distributing the assets to the intended beneficiaries and/or to trusts for their benefit.

Practice Areas

Estate Planning
Special Needs
Trust Administration
Elder Law

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Posted by: kshain on October 27, 2015